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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,679 | $86,050-59.7% | $189,758-81.7% | $94,015-63.1% |
| Participation rate | 67.3% | 68.9%-1.6pp | 79.8%-12.4pp | 70.8%-3.5pp |
| Annual return | 24.03% | 17.77%+6.3pp | 52.62%-28.6pp | 17.84%+6.2pp |
| Employer contribution / active EE | $1,637 | $2,819-41.9% | $4,767-65.7% | $2,790-41.3% |
| Participant deferral / active EE | $3,197 | $3,349-4.5% | $5,856-45.4% | $4,249-24.8% |
| Admin fee / account holder | $2,597 | $6,627-60.8% | $20,388-87.3% | $8,951-71.0% |